Customer Engagement & Dynamics CRM Forum

Expand all | Collapse all

SurveyGizmo and CRM

  • 1.  SurveyGizmo and CRM

    Posted 26 days ago
    Hello,

    Has anyone used SurveyGizmo with CRM?

    ------------------------------
    Kaylea Stuart
    Salt River Project
    Tempe AZ
    ------------------------------
    CRMUG Summit - Post


  • 2.  RE: SurveyGizmo and CRM

    Posted 21 days ago
    Hi Kaylea,

    We are using SurveyGizmo​ for different survey and have created a custom integration that create records direction into our dynamics instance

    ------------------------------
    Philippe Berard
    Premier Tech
    Riviere-du-Loup QC
    ------------------------------

    CRMUG Summit - Post


  • 3.  RE: SurveyGizmo and CRM

    Posted 19 days ago
    Philippe can you go into a little greater detail about how you are integrating Survey Gizmo into your CRM? We were looking at using VOC a while back but the reporting leaves a lot to be desired... I wonder if this would work better for us. :)

    ------------------------------
    Gretchen Garcia
    IT Technician
    Denver Public Library
    Denver CO
    ------------------------------

    CRMUG Summit - Post


  • 4.  RE: SurveyGizmo and CRM

    Posted 12 days ago
    Hi Gretchen,

    We use a data endpoint rest that send data to Microsoft Graph ​and it create the records in Dynamics.

    It all depends on what kind of integration and connexion you need, for us it was the leads.

    You could use tools like zapier also or see belox post for integration with accounts
    https://help.surveygizmo.com/help/microsoft-dynamics-integration

    ------------------------------
    Philippe Berard
    Premier Tech
    Riviere-du-Loup QC
    ------------------------------

    CRMUG Summit - Post


If you've found this thread useful, dive deeper into User Group community content by role